I am transferring shares held in joint names with my ex at Commsec to a newly created Commsec account in my name only. Will this incur CGT, I'm not selling ...

If the Australian resident provides their Tax File Number (TFN) or claims a tax exemption, we're required to withhold tax at 10% from the total interest income ...

Yes. The transfer would trigger a CGT event. Even though you're not selling them, they are being disposed. This means you would have to pay capital gains.

Find out how to apply for a CommSec account online if there are additional applicants.

If you have a joint account, each owner will need to complete their own W-8BEN form. ... Refer to where you are a resident for income tax purposes. If you are a ...

If you have a joint account, all owners need to complete and return a form. Line 3 – This refers to the address where you claim to be a resident for income tax ...

10 апр. 2018 г. · If you hold a joint account, income and realised capital gains are apportioned equally between yourself and your partner.

You may need to provide the share registry with new details, such as an updated tax file number, dividend plan and banking instructions. We recommend ...

11 окт. 2020 г. · Otherwise having a joint account for shares is the same as having a joint bank account or joint house/mortgage. Same benefits, same risks.

Log on to the CommBank app. Go to the menu in the top left. Tap Profile, then Tax File Number. Choose one of the options from the drop down.